Simplicity Solutions’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.39M | Sell |
6,118
-109
| -2% | -$24.8K | 0.04% | 370 |
|
|
2023
Q3 | $1.48M | Buy |
6,227
+1,722
| +38% | +$409K | 0.05% | 341 |
|
|
2023
Q2 | $980K | Sell |
4,505
-63
| -1% | -$13.7K | 0.03% | 470 |
|
|
2023
Q1 | $925K | Buy |
4,568
+772
| +20% | +$156K | 0.02% | 509 |
|
|
2022
Q4 | $821K | Sell |
3,796
-7
| -0.2% | -$1.51K | 0.11% | 235 |
|
|
2022
Q3 | $831K | Buy |
3,803
+716
| +23% | +$156K | 0.12% | 215 |
|
|
2022
Q2 | $570K | Buy |
3,087
+531
| +21% | +$98K | 0.07% | 282 |
|
|
2022
Q1 | $467K | Buy |
+2,556
| New | +$467K | 0.06% | 317 |
|
|
2019
Q3 | – | Sell |
-2,578
| Closed | -$210K | – | 749 |
|
|
2019
Q2 | $210K | Buy |
+2,578
| New | +$210K | 0.01% | 608 |
|